Time to Read: 8 Minutes If you’re a highly compensated employee of a public or private company, you may be able to build up your retirement savings well beyond your 401(k) contributions. Participating in your employer’s deferred compensation (DC) plan can help build significant retirement savings, but if not carefully planned it can result
Time to Read: 16 Minutes At BWM Financial, we’ve helped executives, engineers, and scientists at San Diego companies with their financial affairs for over 20 years. This often involves navigating the complexities of employee benefits, such as company stock, options, retirement plans, and insurance benefits. Many executives are simply so focused on their career that they lack the bandwidth to spend their time and energy: Deciding between selling vested
Schedule a Time to Chat Get Articles Delivered To Your Inbox Investment advice offered through Stratos Wealth Partners, Ltd., a Registered Investment Advisor DBA BWM Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for
Time to Read: 4 Minutes If you and your spouse both have access to an employer-sponsored 401(k) plan, retirement saving is as easy as specifying the pre-tax contribution amount to be deducted from your paycheck. But for many couples, it’s a little more complicated. The decision may be for one spouse to leave full-time
No matter how you may strive for perfection, all business owners make mistakes. Acknowledging possible missteps can help prepare us if they arise. Here are ten of the most common mistakes made by new and seasoned business owners alike:
What type of insurance is best for a business to protect against various types of liability claims? What are the consequences of a lack of insurance and how can you properly protect your business?
Which business structure should you choose to protect your business from legal liability? Should you acquire more than one entity for your business?
What are unexpected changes in management and how can they affect your business? Is there a way to protect a business from unexpected changes in management?
Time to Read: 9 Minutes Entrepreneurs take risk. They wager time, resources, and often their own money to make a business dream into reality. After the risky startup phase, however, many grow confident in the future of their company. And yet, hidden threats may still undo their hard work. Our goal is helping people
Time to Watch: 51 Minutes VIEW SLIDES The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Stratos Wealth Partners and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only,